You can customize quote settings in here. There’re seven sections in the quote settings. Options Quote image – You can rename quote image field header text. Please see the below image. Quote images width – Set default quote image width size in pixel when uploading images to the Quote.  Quote image description – show or hide the quote image description. […]

Add a new supplier Go to Field resources section in the main menu navigation. Click on the burger icon in top right & select Add supplier. Then fill the required fields. Click the save button to save your changes. Send a supplier sheet Open a quote you want to send a supplier sheet. Scroll down & click on the Supplier […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. NOTE :- First follow this link ( Manage Navigation ) to learn how to “Manage navigation” Go to the Settings > Manage navigation > Main menu Then you can add/edit the menu navigations (cascade menu) under the Main menu tab Add main menu […]

You can update, add, and hide navigation panels on your flobot. Click the settings in the right side corner. Select Manage navigation. Main menu You can edit the main menu navigations under the main menu tab. Add new – add new navigation. Link – type a URL you wish to navigate. Label – name for navigation. Action – you can turn on […]

Note: This features works on serviceteam company only Create new promocodes 1.Go to settings 2.Scroll down and click promocodes 3.Add FTM promocodes Fill promocode range (start No. and end No.). this number should be four characters. enter the discount and select any FTM. finally enter the FTM commission and save. Use promocodes to enquiry When you creating new enquiry you […]

Change settings for Project Sign-Off feature To get started, make sure logged in to the Flobot admin portal.  NOTE: Project Sign-Off Sheet feature only available in ServiceTeam. Set department base Zoho URLs In the top right corner, click Settings. Scroll down to Departments tab & click on it. Choose a department, Then go to Options > Types on the right […]

When you submit a jobsheet, the app will ask three questions from FTM. and then the order stage will change according to the selected question. Note: This features will only work on serviceteam company How it works on mobile app First FTM needs to login to his/her account Then go to an appointment Fill all required fields to the job […]

Now you will receive an email if an FTM late to an appointment for more than 2 hours. The email will be sent to servicedesk@Serviceteam.co.uk. The System will be automatically detected if an order late about 2-3 hours and send this email. Note : This features will only work on serviceteam company How to customize Late Reminder email Template First, […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in. Go to the Settings section and then choose the App settings Under the App settings find out the Risk assessment checklist tab and you can enable or disable following risk assessment settings on there and corresponds will work with the Flobot App; Enable […]

To get started, make sure logged in to the Flobot admin portal. You might need to sign in How to use FTM & User Quotes Stats Go to Quotes > Quotes stats by FTM / Quotes stats by User Then it navigates to quote stats view table with pie chart. You can find the quotes stats using the search box by selecting year and month. […]